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Rockwell Automation
ROK

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
501
Burney Company
Virginia
$981K -$74.2K -275 -7%
OAM
502
Ostrum Asset Management
France
$978K +$45.1K +167 +5%
CWM
503
Connecticut Wealth Management
Connecticut
$977K +$92.6K +343 +11%
IAN
504
Integrated Advisors Network
Texas
$971K -$117K -434 -11%
YIH
505
Y-Intercept (HK)
Hong Kong
$970K +$951K +3,524 New
MPWT
506
MassMutual Private Wealth & Trust
Connecticut
$966K -$18.9K -70 -2%
QPW
507
Quantum Private Wealth
Florida
$953K +$165K +610 +21%
IIC
508
Integrated Investment Consultants
Michigan
$952K – – –
FFA
509
First Foundation Advisors
California
$944K +$810 +3 +0.1%
AF
510
Allworth Financial
California
$940K +$9.45K +35 +1%
GC
511
Guggenheim Capital
Illinois
$937K -$235K -869 -20%
CAAS
512
Capital Asset Advisory Services
Michigan
$920K -$9.45K -35 -1%
SC
513
Savant Capital
Illinois
$914K +$10.5K +39 +1%
AWM
514
Apollon Wealth Management
South Carolina
$908K -$307K -1,138 -26%
AG
515
Ascent Group
Virginia
$904K +$169K +627 +24%
BFG
516
Bleakley Financial Group
New Jersey
$897K -$50.7K -188 -5%
DWP
517
Daymark Wealth Partners
Ohio
$892K – – –
HPC
518
HM Payson & Co
Maine
$891K -$171K -635 -16%
JSSH
519
J. Safra Sarasin Holding
$890K +$872K +3,232 New
WPC
520
Wedmont Private Capital
Pennsylvania
$883K -$143K -530 -15%
BFEC
521
Benjamin F. Edwards & Company
Missouri
$876K -$6.44M -23,866 -88%
SA
522
SRN Advisors
Pennsylvania
$875K – – –
CRC
523
Curi RMB Capital
Illinois
$873K -$12.7K -47 -1%
LNWWM
524
Laird Norton Wetherby Wealth Management
California
$869K -$39.1K -145 -4%
IAIM
525
International Assets Investment Management
Florida
$868K +$521K +1,930 +158%
19 20
21
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